Purchases and Sales Made in Q1 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-51- 1.33% |
$4.77K - $4.94K
|
3.79K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-57- 3.37% |
$5.33K - $5.52K
|
1.63K
$150K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-64- 1.77% |
$5.99K - $6.2K
|
3.55K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-74- 1.31% |
$6.92K - $7.16K
|
5.59K
$513K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-78- 21.2% |
$7.3K - $7.55K
|
290
$26.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-81- 1.48% |
$7.58K - $7.84K
|
5.4K
$495K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-81- 43.55% |
$7.58K - $7.84K
|
105
$9.64K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-81- 1.01% |
$7.58K - $7.84K
|
7.98K
$732K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-88- 2.85% |
$8.23K - $8.52K
|
3K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-89- 0.07% |
$8.33K - $8.62K
|
134K
$12.3M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-100- 2.5% |
$9.35K - $9.68K
|
3.9K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.91% |
$9.35K - $9.68K
|
10.9K
$996K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 10.11% |
$9.35K - $9.68K
|
889
$81.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-104- 11.19% |
$9.73K - $10.1K
|
825
$75.8K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-105- 0.84% |
$9.82K - $10.2K
|
12.4K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.45% |
$10K - $10.4K
|
23.8K
$2.19M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-107- 2.02% |
$10K - $10.4K
|
5.18K
$476K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-118- 0.31% |
$11K - $11.4K
|
37.7K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-120- 3.63% |
$11.2K - $11.6K
|
3.19K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 54.55% |
$11.2K - $11.6K
|
100
$9.18K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-122- 9.22% |
$11.4K - $11.8K
|
1.2K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-132- 2.33% |
$12.3K - $12.8K
|
5.52K
$507K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-132- 5.18% |
$12.3K - $12.8K
|
2.42K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-136- 0.18% |
$12.7K - $13.2K
|
74K
$6.8M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-143- 5.07% |
$13.4K - $13.8K
|
2.68K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-154- 1.54% |
$14.4K - $14.9K
|
9.87K
$907K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-154- 1.41% |
$14.4K - $14.9K
|
10.7K
$987K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-170- 3.42% |
$15.9K - $16.5K
|
4.79K
$440K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-173- 4.08% |
$16.2K - $16.7K
|
4.07K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-180- 17.72% |
$16.8K - $17.4K
|
836
$76.8K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-193- 11.19% |
$18.1K - $18.7K
|
1.53K
$141K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-194- 7.49% |
$18.1K - $18.8K
|
2.4K
$220K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-195- 81.93% |
$18.2K - $18.9K
|
43
$3.95K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-197- 1.74% |
$18.4K - $19.1K
|
11.1K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-200- 7.46% |
$18.7K - $19.4K
|
2.48K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-213- 0.21% |
$19.9K - $20.6K
|
102K
$9.36M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-217- 3.22% |
$20.3K - $21K
|
6.51K
$598K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-219- 7.19% |
$20.5K - $21.2K
|
2.83K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-225- 93.36% |
$21K - $21.8K
|
16
$1.47K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-250- 7.56% |
$23.4K - $24.2K
|
3.06K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-252- 18.69% |
$23.6K - $24.4K
|
1.1K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-255- 1.52% |
$23.9K - $24.7K
|
16.5K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-263- 7.9% |
$24.6K - $25.5K
|
3.07K
$282K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-263- 8.15% |
$24.6K - $25.5K
|
2.97K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-266- 2.44% |
$24.9K - $25.8K
|
10.7K
$979K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-268- 2.17% |
$25.1K - $25.9K
|
12.1K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-303- 7.03% |
$28.3K - $29.3K
|
4.01K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-320- 3.37% |
$29.9K - $31K
|
9.17K
$842K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-323- 16.48% |
$30.2K - $31.3K
|
1.64K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-330- 6.31% |
$30.9K - $32K
|
4.9K
$450K
|